Retirement accounts have recovered their upward momentum—ownership of IRAs, 401(k)s, and annuities have increased from 2012. The increases in 401(k)s may be attributable to Millennials' entering the workforce and automatic 401(k) enrollment. The uptick in annuities may be the result of Boomers' need for some retirement security.

Watch this webinar by Larry Cohen, director of SBI's Consumer Financial Decisions group, to learn more about serving the total financial needs of Preretired, Retired, and Revolving Retired households.